Use Nutshell from Claude Code
Bring Nutshell context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationNutshell
Nutshell integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Nutshell never means pasting credentials into a prompt.
CategorySales & CRM
Automate Nutshell with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Nutshell integration exposes
Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.
One connection, many teammates
Connect Nutshell once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- Create Accounts
Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.
- Create Custom Field for Accounts
Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.
- Create Activities
Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional except the activities array itself. At minimum, provide a name or activityType for meaningful activities.
- Create Contacts
Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).
- Create Lead
Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.
Connection
API and auth details
Nutshell provides CRM and email-marketing APIs for contacts, companies, leads, activities, pipelines, users, tags, email, and sales workflows. Integrations can use HTTP basic authentication with API keys and query or mutate CRM resources for small-business sales automation.
- Source
- Type catalog metadata
- Auth schemes
- Basic auth
- API docs
- https://developers.nutshell.com/
- Official site
- https://www.nutshell.com/
FAQ
Questions people ask before connecting Nutshell
Can Claude Code use Nutshell?
Yes. Type lets an AI teammate use connected Nutshell actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Nutshell through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Nutshell catalog entry includes public integration details and example capabilities where available.
Is this the same as a Nutshell MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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